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BalanceTRAK > System Tools > User Management

JUMP TO: Profile Management

KEY TOPICS:

  • How the User Management Module is Organized
  • Settings for Location Access
  • What Elements are Needed to Create a New User?
  • Add a New User
  • Activate (or Deactivate) an Existing User
  • User List Tools
    • Filter the User List
      • Include Inactive Users
      • Clear an Existing Filter
  • Search the User List
  • Edit an Existing User's Record
    • Quickly Change the User's Profile
    • (AdministratorsView with specific permissions) Delete an Existing User
    • Viewwhether Administration Privileges are Turned on
  • Import User Access to Append the User List

Administer User Credentials for balanceTRAKBalanceTRAK

Note: The functions described in this article are for users with Administrative-level permissions; these functions may not display or be editable in your environment. If you have questions regarding the functions available to you, please contact your system Administrator or Berkshire’s Product Support, as appropriate for your role and organization.

The User Management module houses a comprehensive User list, allowing the Administrator to review, update, and maintain user accounts for balanceTRAK. Your organization’s software Implementation comes preloaded with accounts for an initial group of users. If you are an Administrator, you may add a new user or edit an existing user record.

To access the User list and the accompanying tools:

  1. Click the System Tools icon in the BALANCEbTRAK'sBalanceTRAK page header.
  2. From the drop-down menu, select the Security / User Management link.

How the User Management Module is Organized

The existing User list will appear in the left-hand column. By selecting a line item here, the Administrator can review details for the highlighted user in the right-hand window.

The User list, along with the bTRAKTRAK detail view (as described below), will display in the balanceWORKS > User Management environment.

Every user will have the following tabs in the detail view:

  • User Info — The entry tab, containing Basic Information. (If the user is an Administrator, the tab will display activated permissions by software.)
  • Security — A tab for the Administrator to require the user to: Change Password on Logon. This is applicable for a new user or to allow an existing user to reset his or her Password.
  • TRAK — A software-specific tab, comprised of menus for editing the current access assignments. (For subscribers to multiple balanceWORKS applications, a tab will respresent each product.)

Quick Tip: While a Profile can be assigned to the user in User Management, the Profile's definition is controlled through: Profile Management.

What Elements are Needed to Create a New User?

The softwarebalanceTRAK user is defined by the following system entries:

  • Creating the user in the system, based on identifying information (i.e., Email, First Name, Last Name)
  • Activating the user in a software application
  • Assigning a softwarebalanceTRAK Profile to the user (e.g., BasicHiring User – balanceTRAK)Manager)
  • (If multiple Locations) Designating the user's access by organizational unit (e.g., Baltimore, Engineering)

Add a New User

From the upper toolbar in the left column, click the [Add New] button to open the User Info tab:

  1. Enter the Email (address) to serve as the user’s login ID.

    2. Caution: Because the Email address identifies the user, only one user per email address can be added to the system.

  2. Enter the user’s First Name, Last Name, and (optional) Phone Number/Extension.
  3. Toggle theThe Active button (atwill thisbe timetoggled orby later).default, but can be switched to off, if needed.
  4. Toggle the Activation Email (at this time or later).

Click [Add] to append the User list with the new user.

PROCEEDProceed TO

to developing the user's record, as described in this article.

Deactivate (or Activate) an Existing User

As a critical setting, the Active toggle switch turns on (or turns off) the user's access to log into a balanceTRAK or another balanceWORKS application.

Accordingly, this setting is stored on the User Info tab for each user. Select the user from User list, navigate to the bottom of the Basic Information menu, and change the setting. Click the [Save] button to apply.

Quick Tip: Deactivation may be the only setting allowed for your organization. It may also be the preferred setting over permanently deleting the user, particularly for Administrators who manage access for multiple balanceWORKS applications.

User List tools

Filter the User List

To review options and customize the User list view, click the Change Filters icon from the User list header.

Navigate to the bTRAKTRAK tab. Then, check off one or more options from the Profiles and/or Locations menus. Apply the action by clicking the [Apply Filter] button, located in the upper toolbar.

Quick Tip: If your organization has numerous Locations, use bTRAK-specificusebTRAK-specific Filters to reduce the display of access options.


Include Inactive Users
After choosing the Change Filters icon, check the box under the Options header, with the tagline: Show Inactive Users. Apply this option by pressing [Apply Filter].


Clear an Existing Filter
A yellow banner at the top of the User list will indicated the Filter is in place. To restore the full User list, click the banner's Clear Filter link.

Search the Users List

Particularly beneficial for organizations with large numbers of users, a Search bar is located in the User list's upper toolbar. Simply enter part of an Email (address), First Name, or Last Name to return one or more results.

Restore the full User list by returning to the Search bar and pressing the Delete icon.

Edit an Existing User's Records

Quickly Change the User's Profile

(AdministratorsBy with specific permissions) Delete an Existing User

After highlightinguser, the userassigned onProfile theis User list, press the [Remove] button, locatedindicated on the User InfoTRAK tab.tab Confirmin the deletionsecondary toheader. apply.Simply expand the provided drop-down, choose another Profile, and [Save] the assignment.

View whether Administration Privileges are Turned on

By user, the client-side Administrator can review whether Administration privileges are currently turned on (or off) by Berkshire. This setting is located in the user's User Info tab, in the right-hand column.

Import User Access to Append the User List

WHERE LOCATED NOW?

To import user access information, you must have a Microsoft Excel, Microsoft Access, or text file, containing columns for user Email (address) and your organization’s [Business Unit] Code.

Instructions for Excel users — From the upper toolbar, click [Import User Access].

  1. Select the: File Type; then [Browse] for the file on your computer or network. Click [Next].
  2. For an Excel workbook, select the Sheet Name. Under Match Fields, the system will attempt to match the fields in the incoming file to system Fields: Email and [Business Unit] Code. If these fields are not matched, select the appropriate drop-down entries for: Your Fields. Then, click [Next].
  3. On the Import menu. select: Append. Finally, click [Import Data].